Do You Have Concerns About Your Finances? We Can Help You Find Answers.

  • When can I afford to retire?
  • How much money do I need to live comfortably?
  • Will I run out of money in retirement?
  • How much risk do I really need to take to achieve my goals?
  • How can I protect my family?

Our Services

At Hudson Financial Services, we understand you have concerns about your finances and we can help you find the answers you need.  Our client engagement process is designed to help you envision the goals you want your money to help you accomplish… and a financial roadmap to help get you there.  Also, we know that although a plan is great, it has a tendency to change as life does. We are always here to answer questions, clarify complicated correspondence or simply listen!

Below you will find a list of just some of the services we provide to our clients. For a full list of services, please click here to see our Menu of Services.

Financial Planning Services

  • Retirement Income Planning
  • Tax-advantaged Investment Planning
  • Risk Tolerance Analysis
  • Asset Allocation Analysis
  • Portfolio Design and Implementation
  • Social Security Benefits Analysis
  • College Funding Strategies
  • Asset Protection Strategies including Life and Long Term Care Insurance

Investment Products

  • Investment Advisory Accounts
  • Variable and Fixed Annuities
  • Mutual Funds 
  • Exchange Traded Funds (ETFs)
  • Stocks 
  • Government, Corporate and Municipal Bonds
  • Money Markets and CDs
  • Alternative Investments

Our Tax Specialties

  • Personal Income Tax return preparation
  • Tax-advantaged investment planning
  • Tax-advantaged retirement plans
  • Small businesses
  • Home office deductions 


Our Focus

Your objectives, and our disciplined approach and high quality service translate into a customized financial plan with on-going review and communication.

Our Menu of Services

A three tiered approach ensures whatever your circumstance, the level of services you need can be appropriately accommodated.